Treasury Operations

1 month ago

Phoenix, United States Apex Systems Full time

If interested, email your updated resume to Mackenzie Morris at mamorris@apexsystems.com


Job Title: Treasury Operations

Location: Phoenix, AZ (100% on-site)

Contract: 10-18 month contract-to-hire

Shift: M-F, 8am - 5pm

Pay: $28/hr. (set rate, no negotiation)


Role Overview -

First point of contact for clients submitting implementation requests via email channel for high revenue clients. Handles end-to-end processing for less complex implementation while engaging other business partners as needed. May work with internal business partners to ensure the successful implementation of services.


Key Responsibilities - Manage dedicated email inbox, prioritize, client requests, case and implement eligible items; Create a case/package for tracking, monitoring and E2E resolution as applicable; Receive and respond to implementation requests received by email and questions from internal partners; Conduct limited research and respond to client and be able answer questions and inquiries; Utilize the various bank systems to support clients requests.


Required Skills

  • Client focused with the ability to conduct discussions with clients in a confident manner.
  • Excellent communications skills.
  • Ability to work under pressure in a team environment.
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds.
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate.
  • Previous Client Service experience.

Other Qualifications:

  • Embraces innovation and operational excellence.
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

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